KO
Krysten A. Overly-armour
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Noblesville, IN 46062
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CRD#: 2822294
KO
Professional summary
Krysten Amie Overly-armour, who also goes by Krysten Amie Hunsicker, Krysten Amie Overly, Krysten Amie Robertson, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Noblesville, Indiana and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Noblesville, Indiana.
Krysten is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Krysten has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Krysten Amie Hunsicker | Krysten Amie Overly | Krysten Amie Robertson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 08/25/20 2) PROSPERITY FINANCIAL ADVISORS, 5570 PEBBLE BILLAGE LN, STE 200, NOBLESVILLE, IN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, PRESIDENT, 10/01/07, INV REL, 40/WK- 4/TRADING 3) NOBLESVILLE YOUTH BASEBALL / 3025 Westfield Rd, Noblesville IN 46062 / 12/20/2021 / NIR / ACTIVE BOARD MEMBER - VOLUNTEER POSITION / 3HR/MO - 0 HR/MO TRADING 4) PROSPERITY BUSINESS CONSULTING / 5570 Pebble Village Lane Ste 200, Noblesville IN 46062 / 10/01/2007 / OWNER - INACTIVE BUSINESS / 0HR/MO - 0HR/MO TRADING 5) SMARTINVESTOR PRO/ DAVE RAMSEY / 5570 Pebble Village Lane, Ste 200, Noblesville IN 46062 / 07/22/2022 / INV REL / PAID REFERRAL PROGRAM / 10 HR/MO - 10HR/MO TRADING 6) PROSPERITY FINANCIAL ADVISORS, Noblesville IN 46062, United States, 08/05/2020, IAR, DBA Name, INV REL, 160 HR/MO - 120HR/MO TRADING 7) PROSPERITY FINANCIAL ADVISOR AND VANILLA, 5570 Pebble Village Ln Ste 200, Noblesville IN 46062, United States, 09/25/2025, Advisor, Estate Planning Services with Vanilla via Prosperity Financial Advisors, NIR, 10 HR/MO - 10 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Krysten Amie Overly-armour's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 21, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 5570 Pebble Village Lane Ste. 200, Noblesville, IN 46062RIA
CRD#: 134139
Noblesville, IN
Current
August 21, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 5570 Pebble Village Lane Ste. 200, Noblesville, IN 46062BD
CRD#: 39543
Noblesville, IN
Past
August 10, 2012 - August 21, 2020
OSAIC FS, INC.
RIA
CRD#: 3870
NOBLESVILLE, IN
Past
August 10, 2012 - August 21, 2020
OSAIC FS, INC.
BD
CRD#: 3870
NOBLESVILLE, IN
Past
October 2, 2007 - August 16, 2012
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
NOBLESVILLE, IN
Past
October 2, 2007 - August 16, 2012
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
NOBLESVILLE, IN
Past
February 22, 2007 - October 26, 2007
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
NOBLESVILLE, IN
Past
January 3, 2006 - October 26, 2007
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
NOBLESVILLE, IN
Past
February 23, 2004 - December 31, 2005
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
August 19, 2003 - February 24, 2004
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
COLUMBUS, OH
Past
November 15, 1996 - July 23, 2003
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/21/2020)
RR
Arkansas(8/21/2020)
RR
California(8/21/2020)
RR
Colorado(6/17/2025)
RR
Connecticut(8/21/2020)
RR
Delaware(12/9/2020)
RR
Florida(8/21/2020)
RR
Georgia(8/10/2023)
RR
Hawaii(8/21/2020)
RR
Illinois(8/21/2020)
IAR
Indiana(8/21/2020)
RR
Indiana(8/25/2020)
RR
Kentucky(9/13/2024)
RR
Michigan(8/21/2020)
RR
Minnesota(8/21/2020)
RR
Mississippi(12/15/2022)
RR
Missouri(8/21/2020)
RR
New York(8/21/2020)
RR
North Carolina(8/21/2020)
RR
Ohio(8/21/2020)
RR
Pennsylvania(8/21/2020)
RR
South Carolina(11/12/2025)
RR
Tennessee(8/31/2022)
RR
Texas(8/21/2020)
IAR
Texas(8/21/2020)
RR
Utah(8/21/2020)
RR
Washington(8/21/2020)
RR
Wisconsin(9/17/2020)
RR
Wyoming(8/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
